Latest Institutional Transactions on Fidelity Covington Tr Blue Chi (FBCG)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Blue Chi (FBCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.31KNew |
$307K - $353K
|
7.31K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-310K- 97.84% |
$13M - $15M
|
6.84K
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.7K+ 13.3% |
$449K - $516K
|
90.9K
$4.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.13KNew |
$216K - $248K
|
5.13K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.58MNew |
$235M - $270M
|
5.58M
$266M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-89.2K- 5.04% |
$3.75M - $4.31M
|
1.68M
$80.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
114New |
$4.79K - $5.51K
|
114
$5.43K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21KNew |
$881K - $1.01M
|
21K
$998K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
115K+ 27.53% |
$4.85M - $5.57M
|
534K
$25.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-31.5K- 49.16% |
$1.32M - $1.52M
|
32.6K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.06K+ 2.2% |
$86.7K - $99.6K
|
95.5K
$4.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
60.6K+ 95.32% |
$2.55M - $2.93M
|
124K
$5.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
62.6KNew |
$2.63M - $3.02M
|
62.6K
$2.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
491+ 6.85% |
$20.6K - $23.7K
|
7.66K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.17K- 1.79% |
$49.2K - $56.5K
|
64.3K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6.42K+ 25.71% |
$270K - $310K
|
31.4K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
17.6K+ 17.69% |
$741K - $851K
|
117K
$5.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.02K+ 17.82% |
$379K - $436K
|
59.7K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.74K+ 6.9% |
$157K - $181K
|
57.9K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.3K+ 100.88% |
$96.9K - $111K
|
4.59K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
81.7KNew |
$3.43M - $3.95M
|
81.7K
$3.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$526K - $604K
|
12.5K
$596K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
215K+ 443.08% |
$9.02M - $10.4M
|
263K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
338+ 1.02% |
$14.2K - $16.3K
|
33.6K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
15.7K+ 24.87% |
$658K - $756K
|
78.6K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
46.4KNew |
$1.95M - $2.24M
|
46.4K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
272+ 28.97% |
$11.4K - $13.1K
|
1.21K
$57.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.05KNew |
$86.2K - $99K
|
2.05K
$97.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
25.7KNew |
$1.08M - $1.24M
|
25.7K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
396KNew |
$16.7M - $19.1M
|
396K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-290- 5.54% |
$12.2K - $14K
|
4.94K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
8.39K+ 110.53% |
$353K - $405K
|
16K
$761K
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
10.7K+ 2.47% |
$450K - $517K
|
443K
$21.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.9K+ 94.9% |
$793K - $911K
|
38.7K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
913+ 9.03% |
$38.4K - $44.1K
|
11K
$525K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31.9K+ 11.08% |
$1.34M - $1.54M
|
319K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-4.67K- 32.75% |
$197K - $226K
|
9.6K
$457K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-39.4K- 14.42% |
$1.66M - $1.9M
|
234K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.63KNew |
$195K - $224K
|
4.63K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.5KNew |
$189K - $218K
|
4.5K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.3KNew |
$223K - $256K
|
5.3K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
2.09K+ 14.57% |
$87.7K - $101K
|
16.4K
$781K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-450- 0.4% |
$18.9K - $21.7K
|
113K
$5.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
888+ 9.02% |
$37.3K - $42.9K
|
10.7K
$511K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.88K- 3.31% |
$163K - $188K
|
114K
$5.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.71KNew |
$72K - $82.7K
|
1.71K
$81.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
6.83KNew |
$287K - $330K
|
6.83K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.27K+ 121.86% |
$306K - $351K
|
13.2K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
898+ 1.93% |
$37.8K - $43.4K
|
47.5K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
311+ 3.57% |
$13.1K - $15K
|
9.01K
$429K
|